Infusionsoft is a Smart CRM, marketing and sales automaton solution that helps your make customers happy and grow your business. Insurance agencies use Infusionsoft to fill the gaps in their agency management systems.
XILO is one of the only form platforms that integrates into Infusionsoft, raters, agency management systems, acord forms and more all at the same time. The integration enables insurance agents to automatically populate information into the crm in real time while filling out a form - no imports or exports required. This means that even information from abandoned forms is captured. This replaces the process of calling prospects to collect the information and eliminates data entry for insurance agents - meaning insurance agents can provide quotes faster. XILO can also apply tags to new contacts created in Infusionsoft to help kick start your autmation.